Client Insurance Advisor

Marsh McLennan • Austin, TX

1d • Hybrid

About The Position

The Proof of Insurance Advisory Specialist manages and verifies proof‑of‑insurance processes with a strong focus on accuracy, regulatory compliance, and exceptional client service for complex client programs. This role requires an active broker license to support client-facing activities and policy verification. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Requirements

• Minimum 3 years in insurance administration, risk management, or certificate issuance
• Active Property & Casualty broker license (or ability to obtain within 90 days)
• Understanding of auto insurance policies, coverages, and endorsements
• Awareness of regulations related to proof of insurance (e.g., state laws, ACORD standards)
• Proficiency with policy administration systems, CRM tools, and MS Office (especially Excel)
• Strong written and verbal abilities; able to simplify complex insurance concepts
• Ability to build and maintain strong broker relationships
• Commitment to proactive service, quick issue resolution, and client satisfaction
• Ability to handle high-volume requests with accuracy and composure
• Strong deadline management and documentation skills
• Ability to identify risks and escalate appropriately

Nice To Haves

• ACORD certification or familiarity with ACORD forms preferred
• Bachelor’s degree, preferred
• Experience working with lenders and project‑specific COI requirements
• COI/ID card experience strongly preferred
• Knowledge of lender-specific and project-based certificate standards
• Familiarity with automated COI generation tools and e-signature platforms
• Proven success by improving client service metrics and reducing response times

Responsibilities

• Prepare, verify, and issue proof-of-insurance documents, including Certificates of Insurance (COIs), Auto ID cards (digital and physical) and other regulatory or lender-required proof of coverage
• Enhance client service by serving as a trusted advisor across multiple touchpoints (phone, email, portal messaging)
• Delivering professional, timely, and client-friendly communications
• Validate policy details against internal systems and addressing variances
• Collaborate with underwriting, billing, and policy administration teams to resolve discrepancies
• Audit issued COIs to ensure accuracy and correct errors as needed
• Maintain complete documentation, templates, standard language, audit trails and compliance checklists
• Stay current on regulatory updates, industry trends, and client service expectations
• Manage escalations related to complex client programs with a solutions-focused approach

Benefits

• Professional development opportunities
• Meaningful work
• Leaders who support your growth
• A vibrant, inclusive culture with talented colleagues and opportunities to make an impact
• Access to a wide range of career paths, benefits, and rewards designed to support your well-being

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level